Dropbox is my go-to tool for sharing files online. Here’s how to share folders on Dropbox, and an update on how Dropbox sharing has changed.
Dropbox is a favorite free tool of mine for sharing genealogy files online with family and fellow genealogists. It’s so frustrating to attach a file to an email only to discover that your email provider rejects it because it’s too big. And digital files (particularly video and high quality photographs) can be quite large. Dropbox solves the emailing problem.
Dropbox is cloud-based storage space where you can share most any files: family photos and videos, copies of your family stories, a PowerPoint slide show for your next family reunion, or research notes and to-do lists you’re working on with a team of fellow genies. Dropbox is especially great for files that are too large to email or that multiple people want to access and/or edit (without losing track of who has the most current version).
Here’s how to share folders on Dropbox (in Windows):
2. From your list of folders, select the one you want to share by hovering the cursor over the folder’s name so the “Share” box appears on the right. (Don’t click on the folder name. That will open the folder.)
3. Click “Invite people to collaborate” if you want someone to be able to edit the folder and sync it (save it back to Dropbox in real time). Click “Share link” if you just want to let someone see the folder contents but not change them.
4. Enter the email address(es) to share with where it says “Invite members to this folder.” Add a personalized message if you like. Then hover over “can edit” if you want to change that option to “can view” only. As shown below, the system automatically allows those who can edit to manage membership of the folder (such as invite others). Unclick that box to reserve that privilege for yourself.
4. Once you’ve added everyone you want, click “Share folder.”
A Recent Dropbox Improvement
In the past, if you reorganized your Dropbox folders or any of the items in those folders, the links that you had previously sent out to other people would no longer work. Good news: shared links will now still work even if you move or rename the file or folder.
How to Unshare Files and Folders in Dropbox
Here’s more on file-sharing from Dropbox: “If you ever want to unshare something you’ve already sent out (like to remove access to a sensitive document), it’s easy to disable an active link.” After signing in, “Click the link icon next to the file or folder, and click ‘remove link’ in the top right corner of the box that appears. You can also remove the link by visiting dropbox.com/links and clicking ‘x’ next to the file or folder.”
A while back I received an email from Tim. He writes:
“I’m getting back into genealogy in a meaningful way now that my dissertation is done and I realized that I don’t know what to do with all the ‘stuff’ I’ve taken photos of, picked up at yard sales, etc., that could be of genealogical value to someone but not me. I’ve got yearbooks, pictures of the genealogy information inside family bibles, etc. I used to be able to scan and submit to Mocavo for the world to use but that’s gone. With the Rootsweb mailing lists shutting down, do you have recommendations for where I can submit these things so they benefit others?”
As a matter of I do have a few recommendations for you!
These days a free blog is your own genealogy bulletin board with much greater reach than Rootsweb had. It’s a great way to get the word out about items that you have that you would like to reunite with their families.
Blogger.com (Google’s free blogging platform) is a good choice.
In addition to a photo, include as much text as you can that describes the item.
Tag the items with surnames, record types, and locations.
Encourage people to email you or leave a comment to get in touch.
Interview with Carly Kidd-Osborn
If you have an item that you picked up along your genealogical travels that belongs to someone else’s family history, the Shrubs to Trees – A Pay-It-Forward Genealogy Facebook Group can help. Caryl Kidd-Osborn is the Administrator, and in this episode she explains how the group has helped return over 1500 items to families and how you can enlist their help.
From Caryl: “We are almost 2 years old and in that time we have returned over 1500 “lost” memorabilia items to living family. We’ve given back photos, bronze baby shoes, sheet music that was written by someone’s family member, a marriage license and even someone’s cremains. We aren’t a very big group but we have some wonderful folks who just jump right in with researching the items. It’s a private group since we are dealing with living people. It’s very much a collaboration. Our members are genealogists who, like me, just can’t leave an antique store without taking someone else’s family home with them!”
Here are just a few examples of the precious items that the group has managed to return to grateful families:
Reunited: Little Renee’s baby shoes
Reunited: A photo of Frances Payne. “Our cutest return,” says Caryl.
Reunited: Andrew Johney and Maggie Bosley marriage license. This was found at a dump.
Sarah Fooks Tutherly – photo went to the Historical Society in Laurel, DE. The Fooks family was a prominent family in that town, she was a DAR member.
Reunited: The Vandermaas family. The parents had died before the children were of that age so this is a composite of the whole family.
GEM: Top 10 Strategies for Finding School Records for Genealogy
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To celebrate my article in the new issue of Family Tree Magazine (co-authored with Genealogy Gems Contributing Editor Sunny Morton), I’m running a series of posts on teamwork tips and technology tools for collaborative research. This post covers one of my favorite free sharing tools: Dropbox.
A cloud storage service like Dropbox or iCloud is a dream come true for genealogy researchers who want to collaborate from across the living room or across the world. It’s also great for accessing your own research from multiple devices without ever having to copy it over: your home computer, laptop, tablet/iPad, smart phone.
Basically, Dropbox looks like any other file folder you keep on your computer. Open the folder, retrieve and save files to it like any other folder. But this folder lives online as well, so more than one person or computer (with approved access) can access it. You can save documents, images and other files in real-time. And it’s free!
What can you share on Dropbox?
Research sources. Photographs, documents, audio files of interviews, materials from books, etc. Basically any source material you can think of that can be preserved digitally!
Your to-do lists. Whether working alone or as a team, it’s important to have–and use!–a to-do list. The list should track specific tasks, like ordering an ancestor”s death certificate or searching for an obituary. For the article in Family Tree Magazine, the editors created a brand new Research Planner and Log: a comment-enabled PDF that lets you keep track of tasks, including when they’re done. This is a great document to use in Dropbox!
Research notes and writing. Think timelines, biographical sketches, drafts of writing projects, GEDCOM files (the universal file type for family tree data) and any other files related to getting the research done.
Links. Keep a file with your favorite links embedded in it, including links to digital books, vital records and other resources. You can simply copy and paste links into a word-processing file called “Links.” Include notes before or after each link, like “great local history blog for Marietta, Ohio.”
Doing genealogy research generates a wide variety of research notes: typed and handwritten, audio, photos, video, and screenshots of information on websites. If you want one tool to pull together your current research projects, Evernote might just be the answer. In this video and article you’ll learn the role that Evernote can play, what it is and how to set it up, and your options for using for free or as a subscriber.
Evernote for Genealogy Video Tutorial
In this video and article Lisa Louise Cooke will discuss:
What Evernote is and the role Evernote can play in your genealogy research
Use it for free or upgrade to get all the bells and whistles like OCR and use on all your devices. (We will be compensated if you use our affiliate link. Thank you for supporting this free show.)
In my recent videos on how to avoid research rabbit holes that keep you from your genealogy goals, I mentioned that I use Evernote to capture BSOs or bright shiny objects that are interesting but not what I’m working on at the moment. So in this video I’m going to explain what Evernote is, and how to get started using it.
Evernote puts all your notes in one place and offers an incredibly fast and easy way to retrieve them.
Evernote is a:
software program for your computer (Win & Mac) that you download for free from their website
mobile app (iOS & Android): search for Evernote in your device’s app store
a web clipper for your computer’s web browser
Genealogy can get a big messy. Information can be gathered from countless sources and in a variety of forms. You could funnel things through a cloud service like Dropbox. However, because Evernote is a note taking app, it offers unique and super helpful features:
Create all types of notes
From all of your devices. Thanks to Cloud synchronization you can take a note on any device and always have access to the most current version. (Free mobile app)
Web clipping – It allows you to clip items from the Internet (rather than saving entire bulky web pages),
OCR technology makes notes (such as newspaper articles) keyword searchable (subscription)
Data like URLs and the date you created the note is automatically included
No total storage limit, just monthly upload
You can use it for free, and upgrade for all the bells and whistles.
Install the software on your desktop computer (Windows & Mac)
Download the web clipper to your browser (app store or Google it)
Download the free Evernote app to your mobile devices from the iTunes App Store or Google Play
Features & Costs
(Subject to change. Visit evernote.com/compare-plans)
Evernote pricing plans comparison Sept. 2021 – See the website for the most current offer.
Software Home Layout
Evernote’s Home view gives you a summary of what you’ve got going on in Evernote. If Home is new to you and you don’t see it, simply head to the left Navigation menu and click Home.
Home gives you a place to sort of summarize what you’ve got going on in Evernote. It also allows you to add more personalization.
A fun way to personalize Evernote is by adding a background image. Click Customize in the upper right corner, and then click the Change Background button. Here you can add a preset image or add your own.
By default, Home comes with widgets such as:
Notes (highlighting your most recent notes, and Suggested notes based on your activity)
A Scratch Pad
Recently Captured items by type (web clips, images, documents, audio and emails)
While you’re in Customize mode, you’ll see additional available widgets like:
Calendar (allowing you to sync your Google calendar with Evernote)
An additional Scratch Pad
We’ll explore some of these further in a moment. But first, let’s create our first note!
All Notes View – SnippetView:
Left column = your files and organization
Center column = search for notes
Right column = the note you are currently working on
Change the layout by clicking the View Options icon (in SnippetView it appears at the top of the search column). This will give you a variety of layout options.
Change what appears or is hidden from view, and whether the view is dark or light by clicking View in the menu.
Create a note by clicking the New Note(+) button at the top of the screen.
Creating a new note is as simple as starting to type. Evernote saves your work instantly and without any extra effort on your part. Notes are saved in “the Cloud” on Evernote’s servers. This means all of your notes are automatically backed up. In addition, all of your notes will sync across all of your various computing devices. And Evernote facilitates sharing notes with others for research collaboration.
Click the Info icon at the top of the note to see the meta-data for that note. You can add and edit this information.
Types of Notes:
Note Info has changed and can now be found by pressing Control + Shift + I on your keyboard, or clicking the More Actions (3 dots icon) in the upper right corner of the note and selecting Note Info.
Tagging is the Key to Organization
Add a tag based on important keywords associated with the note.
Examples of tags for genealogy:
Surnames (Cooke, Moore)
Record types (birth, census, land)
Locations (Indiana, Germany)
Time frames (1900-1909, 1910-1919)
Tasks (pending, add to database, follow up, etc.)
To tag a note, click Add Tag at the top of the note and select a tag from your list or add a new tag. Tags will appear in the left column. Click any tag in the left column to retrieve all notes with that tag.
In June of 2021 Evernote added a Tasks feature. It operates just a little differently than how I’ve been using tasks. Evernote tasks are:
To Do Items
Note Specific (versus a tag which can retrieve all notes with that task)
Often Deadline Driven
Assignable to Others
Where is the Trash?
You will find Evernote’s Trash bin at the bottom of the Navigation bar on the left.
Notebooks take organization a step further. I create notebooks sparingly. I use them to divide Evernote up into workspaces: Genealogy, Personal, Business, etc. I also use them for long-term and collaborative research projects that I may want to share with others. You can drag and drop notebooks on top of each other to create Stacks, although Evernote only allows one level of stacking.
How to create a new notebook:
In the menu select: File > New Notebook
Name the new notebook in the pop-up window
Select notebook type – usually you would set it up to synchronize, but you do have the option to have the notebook reside only on the computer it was created by selecting Local
The Cloud and Synchronization
Notes are saved on your computer and in the Cloud on Evernote’s servers. This means all of your notes are automatically backed up, and also accessible from your account on their website. Your notes will sync across all of your computing devices that have Evernote installed. There’s no need to manually sync with the new version. It happens automatically whenever you’re connected to the internet.
As you visit webpages, you can clip just the portion of the page that you want to remember and keep rather than printing the page or bookmarking it. You can type the source citation directly into the note. Clippings appear as images in the note.
How to clip a screenshot using the computer software:
Right-click on the Evernote icon in your computer task bar.
Select Clip Screenshot.
Use the cross-hairs to draw a box around the desired content.
Release you mouse and you will see a quick flash on the screen indicating the content has been saved as a note in Evernote.
In Evernote click on the note to type additional information if desired.
How to download the free Evernote web clipper for your web browser:
Go to: evernote.com/webclipper
The download page will detect the browser that you are using and offer the correct web clipper. Click the download button.
The Evernote web clipper will install in your web browser (look in the upper right corner of your browser for the elephant icon.)
Sign into your Evernote account in the clipper.
Using the Browser Web Clipper:
When you visit a web page and find something that you want to clip, click the Evernote Web Clipper (elephant) icon in your web browser. The browser web clipper can save:
a full page (even the parts out of view)
a simplified article (removing unwanted graphics and text not pertaining to the article)
a screenshot (where you precision clip with cross hairs)
As you clip you can select which notebook to file the note in and add any desired tags. It will also include the URL in the note header.
Search and Retrieval
Type a keyword into the search box and Evernote will locate and display notes that contain the keyword in the center column. This includes typed text from a website clipping or image, as in the example above. With a subscription, OCR technology makes it possible for you to search for words in Evernote to retrieve notes that include those words, both on the clipped image and in printed handwritten text.